Babylon Wealth Management
We are a fee-only financial advisor, committed to serving busy families and tech professionals through life transitions.
2 employees · est. 2016 · Walnut Creek, United States
SmartWiz.io
THE LEADING AUTOMATED SOFTWARE FOR TAX PROFESSIONALS
21 employees · est. 2023 · Birmingham, United States
Babylon Wealth Management is the older company (2016 vs 2023); SmartWiz.io is the larger of the two.
Side-by-Side Comparison
| Metric | Babylon Wealth Management | SmartWiz.io |
|---|---|---|
| Founded | ||
| Founded | 2016 older | 2023 |
| Headquarters | ||
| Headquarters | Walnut Creek, United States | Birmingham, United States |
| Employees | ||
| Employees | 2 | 21 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Non Equity Assistance |
| Total Funding | ||
| Total Funding | Not tracked yet | $150.00K |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 2 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Advisor, Wealth Management, Financial Planning, Investment Management, Tax Planning, Estate Planning, Stock Options Planning, Boutique Financial Advisor, Fee-Only Advisor, Fiduciary Financial Advice, Personalized Financial Planning, Tech Professionals, Family Financial Planning, Bay Area Financial Advisor | Automated Software, Tax Professionals, Tax Preparation, AI-enabled IRS, Streamlining Processes, Innovation, Collaborative Community, Growth-oriented, Technology Integration, Customer-centric Approach, Community Networking |
| Website | ||
| Website | babylonwealth.com | smartwiz.io |
About Babylon Wealth Management
Babylon Wealth Management is a fee-only financial advisory firm founded in 2016, catering to busy families and tech professionals in the San Francisco Bay Area and nationwide. The company's slogan, "We are a fee-only financial advisor, committed to serving busy families and tech professionals throug...
About SmartWiz.io
SmartWiz.io is a pioneering automated software solution tailored for tax professionals. Their cutting-edge technology automates and simplifies complex tasks, enabling professionals to enhance efficiency, secure deals, and optimize profits. Founded in 2023 and headquartered in the United States, thei...
We will tell you when either one moves
BounceWatch watches Babylon Wealth Management and SmartWiz.io for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Babylon Wealth Managem... and SmartWiz.io — by email.
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Compiled from the BounceWatch company index. We last looked at Babylon Wealth Management on 14 Sep 2024, and SmartWiz.io on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.